Report
Olfa Taamallah ...
  • Yan Derocles

Dassault Aviation : When the supply chains gets involved - Neutral vs Outperform

>Falcon’s ramp-up delayed by persistent tension in the supply chain - According to Cirium, just 20 Falcons had been delivered by the beginning of December which, in our view, leaves too great a workload for the group to get close to its target for 35 deliveries for this year. The main explanation resides in the still extremely disrupted supply chain since the group indicates that it has detected no improvement and continues to suffer shortages for numerous parts. Mo...
Underlying
DASSAULT AVIATION

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Olfa Taamallah

Yan Derocles

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